The strategy we take with your portfolio depends on you — your financial goals, your risk tolerance, where you are now and where you hope to be in the future.
Portfolio Options
Balanced — Core Portfolio
For clients who desire a conservative approach to investing, we implement a customized blend of bonds and equities. We can enhance the portfolio with other asset classes for diversified yield utilizing the Optimum Growth Advisors-Exchange Traded Funds (OGA-ETF) models.
Applying each client's investment objectives and asset allocation, we construct a portfolio with a capital preservation component to combat near-term market volatility and cyclical corrections. We use fixed income and dividend-yielding securities in addition to utilizing other asset classes with the OGA-ETF model selections.
Investment in fixed-income securities are made in U.S. Treasury notes, bonds, AA-rated or higher municipal bonds, highly-rated corporate bonds, and preferred and common equities with a dividend component. The equity component is constructed utilizing our Focused Growth strategy or the OGA-ETF model selections.
